Qualified Plans, LLC is a professional services firm that functions as a Third-Party Administrator (TPA) and a U.S. Securities and Exchange Commission (SEC) registered investment adviser. The company focuses on providing customized retirement plan design, ongoing administration, compliance testing, and consulting services for business owners and their financial advisors. Its mission is to help clients navigate the complexities of retirement plan regulations (such as ERISA), ensuring that plans are both compliant and tailored to meet specific business objectives, while emphasizing a high level of personalized client service.

Founded in

United States